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Horst & Graben Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Horst & Graben Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
8,597
-42
-0.5% -$6.67K 0.19% 73
2026
Q1 		$1.35M Buy
8,639
+461
+6% +$68.5K 0.19% 69
2025
Q4 		$1.22M Buy
8,178
+43
+0.5% +$6.35K 0.18% 70
2025
Q3 		$1.18M Sell
8,135
-1
-0% -$140 0.18% 69
2025
Q2 		$1.1M Buy
8,136
+4,439
+120% +$554K 0.18% 68
2025
Q1 		$451K Buy
3,697
+1,680
+83% +$217K 0.08% 99
2024
Q4 		$259K Buy
2,017
+136
+7% +$17.6K 0.05% 131
2024
Q3 		$236K Sell
1,881
-249
-12% -$30.1K 0.04% 137
2024
Q2 		$253K Buy
+2,130
New +$244K 0.05% 125

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Horst & Graben Wealth Management's ITOT Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.49% in Q2 2026, selling an estimated $6.67K and leaving 8,597 shares worth $1.41M. The position accounts for 0.19% of the portfolio, ranked #73.

Horst & Graben Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Horst & Graben Wealth Management held 8,597 shares of iShares Core S&P Total US Stock Market ETF worth $1.41M as of Q2 2026.
  • Horst & Graben Wealth Management sold 42 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.67K.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.